Mason Hawkins is the CEO and founder of Southeastern Asset Management Inc. which owns a suite of mutual funds and UCITS funds under the Longleaf Partners...
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December 6 - Hedge Funds, News - Comments
Imagine a company — let’s call it A — that significantly depends on company B for revenue, has zero presence outside the U.S. and Europe...
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September 10 - News - Comments
Titan Machinery Inc. (NASDAQ:TITN) will release its quarterly report on Thursday, and the operator of stores selling construction and agricultural equipment...
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September 4 - News - Comments
We focus today on Industrials, in particular on Heavy Machinery and Vehicles, with two articles: this one on Caterpillar, Inc. (NYSE:CAT) and an Earnings...
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September 3 - News - Comments
Deere & Company (NYSE:DE) discussed its F3 Q2013 earnings recently; the company also announced a quarterly dividend of $.51 a share yesterday. Other...
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September 3 - Earnings Report, News - Comments
Is it smart to be bullish on CNH Global NV (ADR) (NYSE:CNH)? At the moment, there are a multitude of gauges market participants can use to analyze publicly...
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September 3 - News - Comments
If you were to ask many market players, hedge funds are assumed to be useless, outdated investment tools of a forgotten age. Although there are more than...
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August 30 - News - Comments
Because companies sometimes fail to deliver despite tall claims and promises, I usually take management statements with a pinch of salt. So when Deere...
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August 28 - News - Comments
If you were to ask many of your peers, hedge funds are seen as overrated, outdated financial vehicles of an era lost to time. Although there are more...
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August 26 - News - Comments
Deere & Company (NYSE:DE) investors: listen up. In the financial world, there are dozens of gauges market participants can use to track publicly traded...
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August 26 - News - Comments
Is Terex Corporation (NYSE:TEX) now a sell? In today’s marketplace, there are a multitude of metrics shareholders can use to monitor publicly traded...
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August 24 - News - Comments
Are hedge funds right about Caterpillar Inc. (NYSE:CAT)? Now, according to many traders, hedge funds are assumed to be overrated, outdated investment...
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August 22 - News - Comments
In the 14 years between its creation in 1990 and 2004, AGCO Corporation (NYSE:AGCO) set out on a mission to become one of the largest agriculture equipment...
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August 22 - News - Comments
Weak investment sentiment in the industry has affected the demand for construction equipment. Deere & Company (NYSE:DE), Caterpillar Inc. (NYSE:CAT...
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August 5 - News - Comments
Since a very early age, combines and tractors surrounded my life. My dad is a farming contractor; grandpa was too. That is how I came to meet Deere &...
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July 26 - News - Comments
Deere & Company (NYSE:DE)’s brand name has permeated the agricultural equipment industry for 175 years, and its strong dealer network supports...
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July 3 - News - Comments
A country’s economic activity is the prime driver of its machinery industry’s demand. According to an IMF estimate, the world economy will...
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July 2 - News - Comments
The doldrums seem to be over for agriculture machinery and infrastructure equipment as indicated by the May 15 surge of Alamo Group, Inc. (NYSE:ALG) to...
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June 27 - News - Comments
Farming and construction machines are critical to keeping society functioning, and that’s a powerful moat. While they’re essential, unfortunately...
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June 26 - News - Comments
Like many individual investors out there, my first lesson into stock investing focused on the key metrics. Within a few hours I felt like a Wall Street...
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June 20 - News - Comments
When it comes to agricultural equipment, it’s hard to find a better-known name than Deere & Company (NYSE:DE). With its trademark green-and...
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June 11 - News - Comments
CNH Global NV (ADR) (NYSE:CNH) was in 23 hedge funds’ portfolio at the end of the first quarter of 2013. CNH shareholders have witnessed an increase...
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June 6 - News - Comments
Is AGCO Corporation (NYSE:AGCO) an attractive investment right now? The best stock pickers are getting more optimistic. The number of long hedge fund...
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June 3 - News - Comments
The agriculture industry has been receiving some negative sentiment after Deere & Company (NYSE:DE)’s earnings release, as the giant agriculture...
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May 28 - News - Comments
Caterpillar Inc. (NYSE:CAT) shareholders have witnessed an increase in enthusiasm from smart money of late. If you’d ask most investors, hedge funds...
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May 28 - News - Comments
Record quarterly numbers that easily trampled Street estimates should have ideally charged up the bulls. Instead, Deere & Company (NYSE:DE)’s stock...
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May 22 - News - Comments
In an SEC filing last week, the multi-billion dollar investment manager Southeastern Asset Management now owns some 12.2% of CNH Global NV (NYSE:CNH) ....
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May 21 - News - Comments
Mason Hawkins, the talented mind behind Southeastern Asset Management, has nearly $23 billion in total assets under management. On May 10, he increased...
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May 17 - News - Comments
During the fourth quarter of 2012, Southeastern Management, a large mutual fund managed by billionaire Mason Hawkins, initiated a position of 1.5 million...
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May 13 - Hedge Funds - Comments
As the economies around the world are stabilizing, every industry needs equipment to keep up with the pace. This creates an opportunity for machinery...
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April 30 - News - Comments
Editor’s Note: This version has been modified to address CNH Global NV (NYSE:CNH) Global’s price appreciation. Last year’s drought brought...
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April 19 - News - Comments
Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs. This year is turning no different, as...
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April 19 - News - Comments
Is CNH Global NV (ADR) (NYSE:CNH) a healthy stock for your portfolio? Investors who are in the know are becoming less confident. The number of long hedge...
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April 4 - News - Comments
Mason Hawkins founded Tennessee-based Southeastern Asset Management in 1975. Southwestern manages roughly $32 billion, with locations in Tennessee, London...
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March 19 - Hedge Funds - Comments
Deere & Company (NYSE:DE) reported first quarter earnings on Feb. 13 and they widely beat analyst expectations. Earnings per share came in at $1....
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March 18 - News - Comments
Even after reducing its excess inventory by $2 billion in the fourth quarter of 2012, Caterpillar Inc. (NYSE:CAT) still faces a tougher road ahead. The...
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March 1 - News - Comments
Even during weak macroeconomic conditions, India and China managed to grow to 6%. But both these countries derive a significant share of GDP from their...
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February 25 - News - Comments
Makers of agricultural and construction equipment have, on the back of global recovery, been able to grow earnings encouragingly over the last few years...
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February 21 - News - Comments
Recently, Jim Rogers — billionaire investor, market seer, and adventurer extraordinaire — was holding forth on one of the business networks...
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February 14 - News - Comments
Last summer the US economy was suffering from drought and low agriculture production, and the analysts were writing a flurry of reports about how agriculture...
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February 13 - News - Comments
Caterpillar Inc. (NYSE:CAT) has been trying to dominate the huge Chinese construction and mining equipment market. Acquisitions seemed to be a good strategy...
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February 11 - News - Comments
The world’s largest farm equipment manufacturer, Deere & Company (NYSE:DE). has proven itself to be a great investment in the economic recovery,...
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February 5 - News - Comments
The global economy continues its gradual, if painfully slow, recovery from the financial crisis. In particular, the housing market in the United States...
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January 23 - News - Comments
